Filed January 29, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $51,470 |
GOFF BACKA ALFERA & COMPANY2 years Filed as: GOFF BACKA ALFERA & COMPANY, LLC Service code 10 · EIN 25-1871184 | Accounting | $6,700 |
Filed as: MERRILL LYNCH Service code 22 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,860 | $46,332-16.1% | $143,799-73.0% | $64,819-40.0% |
| Participation rate | 55.4% | 64.2%-8.8pp | 80.3%-24.9pp | 71.5%-16.1pp |
| Annual return | -8.56% | -10.05%+1.5pp | -0.04%-8.5pp | 32.84%-41.4pp |
| Employer contribution / active EE | $1,161 | $1,911-39.3% | $4,952-76.6% | $2,507-53.7% |
| Participant deferral / active EE | $1,000 | $2,647-62.2% | $5,638-82.3% | $4,311-76.8% |
| Admin fee / account holder | $162 | $154+5.6% | $14,677-98.9% | $188-13.5% |